+250.7%
HOOD vs PM
+132.2%
+118.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.0% | -0.1% | -2.1% |
| 7D | +17.1% | -4.9% | +22.0% | +17.2% |
| 30D | +31.6% | -3.4% | +35.0% | +31.6% |
| 3M | +38.2% | +5.2% | +33.1% | +37.5% |
| 6M | +48.5% | +3.7% | +44.8% | +47.6% |
| YTD | +8.0% | +15.8% | -7.8% | +6.0% |
| 1Y | +18.7% | +17.4% | +1.3% | +16.4% |
| 3Y | +999.1% | +116.9% | +882.2% | +824.6% |
| 5Y | +181.7% | +117.3% | +64.4% | +98.2% |
| All | +250.7% | +132.2% | +118.5% | +280.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PM.
Daily Out/Under-Performance
Portfolio return minus PM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded PM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling